Whitaker-Myers Wealth Managers, LTD.
All 13F Filings
- Location
- Mansfield, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 613,997
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 123 | 613,997 | 13F-HR | Whitaker-Myers Wealth Managers, LTD. |
| Q2 2026 | 7/8/2026 | 113 | 598,764 | 13F-HR | Whitaker-Myers Wealth Managers, LTD. |
| Q1 2026 | 4/9/2026 | 108 | 501,620 | 13F-HR | Whitaker-Myers Wealth Managers, LTD. |
| Q4 2025 | 1/22/2026 | 115 | 479,333 | 13F-HR | Whitaker-Myers Wealth Managers, LTD. |
| Q3 2025 | 10/16/2025 | 116 | 458,603 | 13F-HR | Whitaker-Myers Wealth Managers, LTD. |
| Q2 2025 | 7/7/2025 | 109 | 396,974 | 13F-HR | Whitaker-Myers Wealth Managers, LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77.16 K | 12.6% | 0 | 16.89 K | -16.89 K |
| ETFs | 536.8 K | 87.4% | 32.12 K | 0 | 32.12 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
613,997
Holdings
123
QoQ value change ($000)
15,233
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.